media:remote_video:bc97bf19-f1d5-4dc7-ae3d-31e2191e8495
Helping Clients Navigate through Gray Divorce
Presented by Carla Donnelly, Esq. and Diane Pearson, CFP®, CDFA®, PPC™
Divorce is difficult at any age. Divorcing later in life presents it own's challenges.
This replay features family law attorney Carla Donnelly, Esq. and financial planner Diane Pearson, CFP®, CDFA® sharing their insights learned from years of helping mature clients going through a divorce. Carla explained how property is considered in the context of divorce and the value of prenuptial agreements. Diane used a client case while explaining the 7 considerations she evaluates when practicing divorce planning. These include:
- Divorce Budget
- Asset Values
- Social Security
- Insurance
- Pension/Retirement Plans
- College Expenses
- Estate Planning
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